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MRA Advisory Group’s Intuit INTU Stock Holding History

MRA Advisory Group’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-607
Closed -$373K – 152
2025
Q1 		$373K Buy
607
+146
+32% +$87.7K 0.2% 72
2024
Q4 		$290K Sell
461
-69
-13% -$44.1K 0.15% 77
2024
Q3 		$329K Sell
530
-207
-28% -$132K 0.18% 66
2024
Q2 		$484K Sell
737
-56
-7% -$34.7K 0.28% 48
2024
Q1 		$515K Buy
793
+8
+1% +$5.11K 0.31% 44
2023
Q4 		$491K Buy
+785
New +$433K 0.32% 47

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MRA Advisory Group's INTU Position: Q2 2025 in Review

MRA Advisory Group sold out of Intuit (INTU) in Q2 2025, closing a stake of 607 shares — an estimated $373K sold.

MRA Advisory Group first reported a position in INTU in Q4 2023 and held it in 6 quarters. The position peaked at $515K in Q1 2024. 2,208 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

  • MRA Advisory Group reported no remaining Intuit position as of Q2 2025 after selling out during the quarter.
  • MRA Advisory Group sold 607 Intuit shares in Q2 2025, an estimated $373K.
  • MRA Advisory Group first reported a position in Intuit in Q4 2023 and held it in 6 quarters.
  • MRA Advisory Group's Intuit position peaked at $515K in Q1 2024.
  • 2,208 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on MRA Advisory Group's 13F filing for Q2 2025, filed 8 Jul 2025.